MANNING & NAPIER INVESTOR SERVICES, INC.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
74
Avg account
$0

Firm details

Headquarters
FAIRPORT, New York
CRD number
26266
Registered since
June 15, 1990

Firm profile

FINTRX

Overview

Manning & Napier Investor Services, Inc. is recorded as a corporate advisory entity that has been SEC-registered since 1990. The FINTRX snapshot classifies the owner type as a domestic entity and individual ownership and lists the firm as "Unclassified" for broader categorization. The dataset indicates the firm does not serve as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide details on fee structure, specific advisory activities, client segments, or other business lines in the supplied data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • JESSICA KUSHNER

    Chief Compliance OfficerCRD 5503211

  • CHRISTOPHER BRILEY

    Chief Technology OfficerCRD 4874358

  • PAUL BATTAGLIA

    Chief Financial OfficerCRD 6007994

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Contacts

3 of 70
  • SAMANTHA LAREW

    Co-Director of ComplianceCRD 4928353

  • KRISTINA CHAN SICKMOND

    Relationship ManagerCRD 5812400

  • JOSEPH PETROSINO

    Database ManagerCRD 4817594

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FAIRPORT, NY

MONROE

Location

FAIRPORT, NY

Headquartered in FAIRPORT, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
MONROE
Address
290 Woodcliff Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth